Help Center

Navigation Tips


Getting around is easy and intuitive. Here are some hints to help you get around even faster.

 

Watch Video (8:52)

Navigation

Top Level Navigation

Designed with workflow in mind

Our system is designed to align with trading workflow.

Start with Market to see an overview of the current market. Watch will keep you on track with your stocks. Find will assist in identifying opportunities. Research gives you all the detail you need.

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Score Navigation

The Scores are also navigation shortcuts!

Anywhere you see the Score icons they are available to directly access Technical Analysis, Inner Circle, Valuation, and Fundamental research. Clicking on the symbol itself will direct you to the stock dashboard.

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Icon Navigation

Icon navigation is intuitive. This graphic shows the function of each icon.

When in doubt, give it a try.

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Don’t Know the Symbol?

No Problem

You can search for symbols at any entry point. Simply start typing part of the symbol or name and the system will proactively provide you with suggestions. You can use this feature anywhere including insiders and institutions.

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Other Navigation

Clicking on the Symbol will take you to the Dashboard for the stock. This will give you an overview of the stock in one screen.

The Action (Arrow) icon will provide different actions depending on where you are — such as Detail Quote Popup. If you are in Find for specific trade like Covered Call you can also “Analyze.” This will bring the trade up on the option chain for further analysis and adjusting.

Nav-Action

Brokerage Access

Trade directly with select Brokers.

The Broker menu is located in the lower left corner and is alway accessible. From here you can see you balance, positions, and orders. There is also an integrated trade ticket. This can be access directly or from any of the Buy, Sell, or Trade buttons or from the action menu.

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The Power of the Score

Our proprietary 4 Scoring looks at
Technical Analysis, Inner Circle,
Valuation, and Fundamentals.


Designed with your workflow in mind. The order of the Score is based on the speed at which the stock is affected—Technicals being the fastest, and Fundamentals the slowest. As a very short term trader, you may not put as much weight on Fundamentals as with the Chart. However, as an actively managing investor, you may care more about Fundamentals.

Watch Video (12:45)

The Score

Designed for the level of info you want

Scores green, yellow, or red.

Each of our scoring algorithms is derived from several factors.

The scoring is displayed with layers of information for ease of identification.

The stock dashboard provides a more detail summary layer view of the scorings. Each area in research will provide a deep dive of the layers—you can drill down as deep as you need.

Score-Drilldown

Score Navigation

Screen-Market-Score

The Scores also provide quick navigation shortcuts.

The Score icons are always available to directly access Technical Analysis, Inner Circle, Valuation, and Fundamental research of that specific stock.

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Technical Analysis

Charts

In Technical Score, 3 primary categories of studies are evaluated – MACD, RSI, Momentum.

Momentum is made up of 4 different trend analysis timelines.
5 = Stock over the 5 day moving average
15 = Stock over the 15 day moving average
5/21 = 5 day moving average over the 21 day moving average
15/50 = 15 day moving average over the 5o day moving average

Note: Momentum indication is from fastest to slowest.  This can be helpful in determining your timeframe/outlook.

Score-Technical

Inner Circle

Insider and Institutional Activity

Insiders and Institutions activities in a stock is a powerful tool.

Insiders: Our proprietary Insider Score looks at who the insiders are, how many there are, and how much stock is being bought or sold to derive a score algorithm.

Institutions: We monitor overall and individual institutions activities around a stock with historical comparison to evaluate the Institution Score.

Score-InnerCircle

Valuation

Is it overvalued or undervalued

Valuation looks at Key Ratios and Projected Price to evaluate the stock’s current value.
Key Ratios like both trailing and forward PE along with PEG (Price/Earnings/Growth) are weighed.

The Price compared to Book (flow of business), Cash Flow, and Sales are also very important factors to provide a well-rounded synopsis of the valuation modeling of the stock.

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Fundamentals

Fundamentals looks at 20 critical financial analysis ratios in 5 different categories.

This provides a complete perspective of the company’s performance.

Our ranking models analyze Growth, Profit, Cash Flow, Key Ratios, and, of course, Earnings.

We also take into account Quarter over Quarter, Year over Year, and Trailing 12 Months performance with our proprietary weighting formula.

Score-Fundamentals

Watch List


Watch List offers both list view and chart tile views.
The watch navigation is intuitive and makes it easy to manage multiple lists.
You can create the list directly from Find results, heat maps, or from your existing list.
Here are some tips to get the most out of your Watch Lists

Watch Video (4:34)

Watch List

List or Tile View

View any list in traditional or tile chart views—both show the scores Tile view shows thumbnail charts of the entire list. The charts are displayed in a variety of time period. The scores are also navigation shortcuts to more research.

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Create and Manage lists

You can easily create different Watch lists. You can do this manually or start by selecting stocks from Find scans, Explore various Heat Maps, Today’s Actives, or from other Watch Lists.

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Sending from One “List” to Another

You can send symbols from any list, including Find, Explore, Actives, to your Watch lists — including from one watch list to another. Simply select the symbol(s) and click the page with arrow icon.

WL-SendSymbols

The Other Lists: Find, Actives, Explore

From the Find, Active, and Explore features, you can add results to a new watch list. Example: You want to delete low price, low volume stocks from a list? First, sort by price by clicking price in the header and click drag to highlight the ones you want to delete.

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Multi-Select

Multi-select lets you choose a group of stocks. Once selected you can go to research, send to another list or create a new one, or delete from the list. You can also multi select using click drag or control click.

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Quote Detail without leaving the list

The action arrow icon will provide a pop-up quote detail window. This provides a detail quote and chart. You can also use this to send to a list, research, or delete.

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Heat Maps too

The heat maps on the Market and Explore pages offer the ability to drill down to the stock level (both map and spectrum views). Clicking on a stock will also show the quote detail. From this you can also send to a list or research.

WL-HeatMap

Charts


 

Powerful Charting is used to get the most out of your Technical Analysis

Charting is simple to use, yet powerful and comprehensive.

This will highlight some of the features of Charts, as well as how to navigate them.

Watch Video (11:20)

Charts

Chart Navigation

The top toolbar lets you set chart type and time frame, add indicators, draw trend lines, and create and manage profiles.

You can collapse the left quote bar by clicking on the blue tab to the left of the chart. You can also quickly hide and unhide any indicators.
You can use the bottom chart navigation bar to change the scale and timeline of the chart.

Chart-Navigation

Chart Periods

Use the plus (+) to select the length and periodicity to display.

Intervals range from minute-by-minute over one day to month-by-month over 15 years.

Add Periods to Header

Chart-PeriodHeader

Star Star any period to add it to the header for easy access to frequently used selections.
You may remove any favorite period by either clicking the “X” in the upper right of the button in the header or simply clicking the star again in the selector menu.

Chart-Period

Extend Chart Beyond Today

You can extend the chart by 10, 30, 60, or 90 days for evaluation of chart patterns.

Trend lines can also be drawn through the extended period.

Access through the plus (+) on the chart header.
This can be toggled on and off through the same action.

Chart-Extend

Chart Profiles

Create multiple chart profiles for your analysis. Your profile will remember chart type, time, indicators, and indicator settings for you.

Save profiles by clicking the save icon, or to replace an existing profile.

You can delete unwanted profiles by clicking the delete icon.

Chart-Profiles

Customize Chart Height

The height of the chart can be adjusted with the tab under the main chart.

This is remembered per device.
So you can set this different for your:

  • notebook
  • desktop
  • even your tablet
Chart-Height

Adding and Arranging Indicators

Select “Add Indicator” to add your studies. Once selected, you can customize the parameters. You can also customize the color of upper indicators.

Once an indicator is in place, you can edit, hide, move up or down, or delete to truly customize your view.

Chart-IndicatorAdd

Current Positions Displayed on Chart

Charts display exiting positions of selected brokerage account.

  • Stocks show a horizontal line at the cost basis.
  • Options show a horizontal line at the strike price.
  • Green for long and Red for short.

Colors, line width, and whether to show is available in settings.

Chart-Positions2

Working Orders Displayed on Chart

Charts display working orders and exiting positions of selected brokerage account.

For orders:

  • Stocks show a horizontal dashed line at the limit price.
  • Options show a horizontal dashed line at the strike price.
  • Green for long and Red for short.

Colors, line width, and whether to show is available in settings.

Chart-Orders

Customizing Indicators

When adding or editing an indicator, you can customize the settings.

You can save different settings for the same indicator in different chart profiles.

The indicator window shows the settings that you can change.

Also displayed are the description of the indicator and the default setting.

Chart-IndicatorSetting

Advanced Indicators

We offer select advanced indicators that are not just derived from the price.

These include:
Event Flags to show earnings and dividends on the chart
Historic and Implied Volatility
Institutional Ownership.
Also included are proprietary indicators like Insider Score.

Chart-Advanced

Trend Lines
Fibonacci and other Annotations

Annotations are automatically saved for future viewing when enabled

Annotation types:

Chart-annotate

Settings will let you control color, size and other settings

  • Click and drag an item to move it
  • Double click will remove the item
  • Eraser will give other removal options
Chart-Trend
Chart-AnnotateSettings

Crossover Arrows

The Crossover arrows are a helpful tool to identify the crossover points on indicators.
For upper indicators, you can select 2 indicators and the chart will show the crossover arrow.

Example:  If you select the 50 day and 200 day SMA the arrow will show the 50/200 crossover points.

Chart-CrossoverIcon  This indicates selected indicators.  You must unselect one to add another.  Only 2 can be selected at a time.

You can select the stock and/or any of the moving averages for the crossover indication

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Chart-Crossover

Charts on Mobile

Note About Mobile
Your chart profiles are available on the mobile version. However, the creation and editing of chart profiles is done on the main version.
You may even want to create a profile for your mobile view.

Chart-Mobile

Find

Opportunities are just a click away


 

Finding Opportunities is easier than ever. Find provides you with ideas to create your own watch list or find specific strategies of positions.
Let’s look at what Find can do for you…

Watch Video (4:01)

Find

The 4 Top Categories

Feature – Your favorites and our highlighted scans.
Ideas – Scans for general ideas like earnings and dividends.
Outlook – For bullish, bearing and other outlook condition.
Strategy – Specific strategy scans like Covered Call, Bull Put, Etc.

Find-Top4

The Tile

The Tile shows the name, description, and the number of stock in the results. For more information about a scan click the [i].
You can also Favorite a scan by clicking the star.

Find-Tile

Dynamic Results

The scans display the relevant information for that scan. Dividend will show yield, Covered Calls will show the options position, potential return, and net cost, and more.

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The Action Icon

The smart Action Icon shows what you can do from here. For stocks, you can click Buy or Sell to start your trade ticket. For options trade, you can click Analyze to see the position on the options chain, or click Trade to fill in the trade ticket.

Find-Action

Searching for your scan

Smart Search is found at the top of Find. Type in the specific scan you are looking for or just the kind of scan. For example, “earnings” will show all scans that are about earning.

Find-Search

Save your favorite

Star any scan to have it show in Feature > My Favorite Scans. Simply click the star on the tile view of the scans or on the header in the results view of any scan.

Find-Favorite

See scan results from the past

When viewing scan results, you can select the date picker in the header.  This will display the scan results from any selected past date.

If looking at past date the displayed date will be in the header

Note: When new scans are added, history is available from the day added forward.

Find-History

From Strategy
to Analyze
to Trade

Give it a try.

Any Strategy-specific options trade will have Analyze and Trade in the action icon. You can click analyze to see the trade in the options chain. From there, you can edit or click trade to Trade.

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Heat Map

Broad Market insight in a single view.


The Heat Map is a great visual way to see the broad market in a single view. They can be viewed in a variety of market perspective.
A smaller Map is located on the Market page. A bigger map is also available under Find > Explore.

Watch Video (8:06)

Heat Map

Map View

In the Map view, each box represents either an industry group or a stock when you drill down.
The size of the box represents the market cap.

The color represents the data displayed (default : % change) for the time frame selected.

Map-Heat

Spectrum view

In the Spectrum view, each column represents the slice of time selected. Once week is selected, it will show several slices. Each of these represents the change for weeks back in time. The Last, Change, etc. is an aggregate average of the Sector, and when Sector is opened, it shows the Industry information. One more click shows the stocks in the Industry group.

Map-Spectrum

Data available

Maps can be used to view several data points. These include: %Change, Dividend Yield, PE, and where it is in its 52 week range. Special Maps like Insider Score, Day to Next Earnings, and Implied Volatility are also included.

Map-Data

It Remembers Your Map

Select the view you like at it will be there when you return.  The system will remember the map/spectrum view you set.  This includes the type and time period as well.

Filter your results. These include Price, Average Volume, Market Cap, and more. The data will be displayed dynamically based on filter changes.  You can set your filters and the system will remember it.

Map-Filter

Drill Down

Both the Heat Map and Spectrum views offer the ability to drill down. You can click on the Sector to view the Industries and stocks within it. Or you can drill down more by clicking on the industry group. Mouse over will display Sector and Industry summary info. Clicking on a stock will display a detail quote too.

Map-DrillDown

The Legend

The legend will change dynamically depending on the time frame and data you are viewing.
Clicking on the legend will show specifics of each color and give additional information about the definition.

Map-Legend

Explore – Give it a try.

For finding the best stock in the best sector to following where money is flowing to and from, Heat Maps offer insight that is both interesting and valuable.

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Get the most out of your Options


Options are a core feature of the platform. From Option Chains, Option Matrix and Option Strategy Builder, as well as Back Testing and Profit/Loss graphical analysis, you have a complete option-space.

Watch Video (5:46)

Options Advanced

Entering a Position

You can enter a position to analyze by clicking on Ask for buying and Bid for selling. You can also directly enter the quantity in the entry box—make sure you enter minus (-) for a sell position.
For stock, enter the quantity in the upper right and corner of the chain window.
Note: You can change the click quantity increment by changing the default click parameter for 1X to 5X or 10X.

Options1-EnterPosition

Navigating

Expirations are displayed on top of the chain. Here you can select what months to show.
Users can click on the S V G T buttons to see Standard, Volatility, Greeks, Trade views.

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Chain Views

Different views are available for options such as Standard Options Chain, Call or Put Chains, Call Matrix, Put Matrix and Option Matrix.
In addition, we also provide Strategy Templates – covered in Strategies tab.

Option-CPToggle
You can also easily toggle between Call or Put only view with the arrow  in the chain header

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Rolling Positions

Once you have entered a position, you can easily move it around with the group of rolling icons on top of the chain. It will let you move the whole position up or down strikes, in or out in time, or widen or narrow the spread.
These make it easier and faster to evaluate your trade.

Options1-Rolling

Profit / Loss Graphs

Any positions entered in the chain will automatically display a profit/loss risk graph. The P/L Graph shows the Trade Performance Profile from today.
You can also compare by overlaying multiple positions simply with the Camera icons on top of the P/G Graph.

Options1-PLGraph

Go Big – both charts

Simply click the pop-out icon in the top right side of these charts to see a bigger graph. This applies to P/L Graph and Volatility charts.
Trade

Options1-GoBig

Trade

Entry of the trade is easy! Once you are connected directly to selected brokerage firms via the platform, you simply click the Trade button.

Options1-Trade

Options Strategy Templates


Strategy Templates make it easy to understand, setup, evaluate, and enter your options trades.

Watch Video (6:33)

Options Strategies

The Template

A Strategy Template provides a shortcut to quickly create an option strategy. Once selected, you can easily modify the structure within the template.

Options2-TemplateList

Storyboard of the Strategy

We also display a storyboard-like view of the selected strategy. It is a combination of chart, risk graph, and performance channel constructed within one panel.
This storyboard gives you the full picture of the position.

Options2-Storyboard

Performance Channels

Performance Channels can assist in visual analysis across both the P/L Graph and the Chart.

  • Dark Green – Stock movement effects gain
  • Light Green – At maximum gain
  • Dark Red – Stock movement effect loss
  • Light Red – At maximum loss

The width of the channel on the chart represents the timeframe of the trade.  If options expire in 30 days, the channel will display back 30 days on the chart.  This give a visual reference for the timeframe of the trade.

Note:  Channels are displayed based on expiration of the trade.
Option-Channels

Delta and Theta Display on Template

You can OptionStrat-Expand expand the template to show Delta and Theta for the individual legs as well as the totals for the trade.

This can help for faster evaluation and better positioning of the trade.

OptionStrat-Expanded

Strategy Snapshot

The strategy thumbnail provides a quick reference for the construction and application of the strategy. Call it the CliffsNotes version of your strategy.

Options2-Snapshot

Trade

From template to trade is easy. Simply click the Trade button and the trade ticket will be filled in for you. You can connect directly to select brokerage firms right from the platform and execute the trade.

Options2-Trade

Advanced Options Features


Get the most out of the options page with these advanced features. Here are some hints.

Watch Video (4:48)

Options Advanced

Evaluate Existing Positions

Broker-ActionMenuSM

Positions will automatically show on the options chain for active brokerage account.

You can also access directly from Broker Positions.  Select Analyze from the Action menu. This will display the current values as well as entry cost and current P/L.  Here you can also close the position or evaluate adjustments on the trade.

Option-Existing

Better Trade Management

For a more powerful view and stronger evaluation of an adjustment, try this:

  1. Once Existing is showing on the options page, take Snap
  2. Turn off Existing on the Risk Graph
  3. Enter new adjustment and take Snap
  4. Turn on Existing on the Risk Graph

Result:  You will see your existing position, the adjustment, and the resulting position all on the same risk graph.

Remember that if it is a bit too many lines, you can click the legend to turn some off or hit Go Big to see more detail.

Option-Adjustment

Position Indication on the Chain

Option-PositionIndicator

When evaluating existing position on the options chain, the positions held are indicated with arrows on the chain.  The arrow points to the quantity entry box of the help position.  Green arrows indicate long (purchased) and red indicate short (sold) positions.

Option-PositionIndicator2

Deeper Analytics of Your Option

When evaluating existing position on the options chain, You can click the Go Big button to Launch the Trade Analyzer.  Here you can Analyze the impact of Time and changes in Volatility on the trade.

Time: You can select a date to analyze as well as user stepper buttons to move day by day backward or forward.

Volatility:  Use the volatility slider or enter a value in the entry box to see the impact of changes in volatility.   The slider bar also displays the curent, average, and 1 year high / low of implied volatility for easy reference.

Click the graphic on the right to see more on the features and controls.

Adv Options Analytics

Compare Positions

It’s a Snap

You can compare multiple positions by clicking on the camera icon. This will take a snapshot of the current positions and overlay with new positions. The selected camera with also show legs details.

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Clickable Legends

When comparing trades with Snap, the P/L Graph can get crowded. You can clear some of the lines by simply clicking on the legend to toggle visibility.

Clickable legends are also available in other graph and charts within the platform.

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Volatility Chart

This chart display both Historic (HV) and Implied (IV) Volatility. It also contains the stock chart and the 12 Month Mean IV. This is very helpful in understanding if options premiums are comparable to historic values. High HV indicates recent strong movement.  High IV indicates higher premium, and usually, anticipated movement.

Options3-Volatililty

Alternative Chains

Besides the standard option chain, there are Matrix views, and these can be viewed with call, puts, or both. These will display a higher number of months and strikes in one view for easier selection of position.

Options3-AltChains

Trade

Including Snap selection

Entry of the trade is easy! Once you are connected directly to selected brokerage firms via the platform, you simply click the Trade button.

Options3-Trade

Options BackTesting


 

Simple to use, yet extremely powerful in understanding option trading behavior. Options Backtesting gives you insight in how strategies perform. You can know the results in seconds, versus “paper trading,” which takes time to see the results.

Watch Video (3:28)

Options4-MacBookPlay

How to Use Backtesting

Activate by clicking Backtest in Options chain header.

  1. Select a start date.
  2. Enter position in the options chain.
  3. Select analyze date.

That’s it.

Your position’s P/L Performance and Risk Chart are dynamically displayed.

Option-Backtest

Start Date

Click the calendar and select any past market date. This will display closing prices on that day.
You are now ready to create the position to analyze just like you would normally—either by clicking Bid or Ask, or entering the quantity directly.

Options4-StartDate

Analyze Date

Option-AnalyzeDate

With your position entered, click on the Analyze Date Calendar and select the date.

Your Position Analysis will display with estimated gain/loss calculations and the P/L Graph.

The P/L Graph will also display the stock price on the analyze date via the vertical line.

Note:  The prices in the options chain will show the start date prices. The prices in the Analysis Panel will reflect the Analyze Date prices.

Once you have selected your date for analysis, you can edit the position, or try a different position, and the analysis will dynamically update.

Option-Analyze

Snap to Compare

You can use Snap to enter multiple positions to compare the performance.
Understanding and comparing performances are now made easy.

Options3-Compare

The Power of Time

The Backtesting gives you an interactive way to understand the characteristic of the strategy.

You can also see its performance over real data without having to wait for the market.

Give it a try.
Options4-Time

Mobile Included


Get the App or

Login on your mobile device

Access from anywhere, anytime. Your information is in sync across various devices—mobile, tablet, and computer.

Search Trade Tool in the app store.  Look for the score logo.

icon-60apple app storegoogle app store

Mobile-iPhone

Watch List Navigation

All of your Watch Lists be can accessed from anywhere and synced with ease.
Use the action Icon for a more detailed quote page. Click on Symbol to take you to the Dashboard. Click anywhere else to select the stock.
The top right menu also lets you multi-select, delete, send to other lists, etc.

Mobile-WatchNav

Charts

Simply turn your device and the chart will display for any selected stock. This works from any list or from the research pages.

All your Chart Profiles are available too. Use full version to create and manage your profiles.
Open the menu to change chart type time frame, or to select a different profile.

Mobile-Charts

The Dashboard

Mobile displays the full Dashboard in a single view.

Simply tap any section to expand for more details.

Working along with the full version and using the same workflow is important and efficient. Mobile and Desktop flow has been matched for ease of use, so no fumbling with two different interfaces.

Mobile-Dashboard

Find

Finding opportunity on the go is easy. Find offers all the same scans on mobile too. The bottom menu gives easy access to the main area: Featured, Ideas, Outlook, Strategy.

The scan results displays are dynamic.

Example: High Dividend Yield shows the yield, Covered Calls displays the options strike and expiration.

Mobile-Find

Full Version Access

Want more?

Full version is available on your mobile device too.

Simply select Full Version from the menu. We’ll even remember this next time you access.

Mobile-Versions

Brokerage Integration


 

With Brokerage Integration you can trade directly from the platform with select brokerage firms.  Currently TD Ameritrade and Choice Trade are available.  E*Trade coming soon and with more on the way.

Watch Video (2:00)

Broker Integration

Virtual Account

Whether you are new the trading or testing a new strategy, Virtual Trading gives you the real experience without risking any money.  It is a valuable learning tool.  Virtual accounts are powered by Choice Trade to provide the real trading experience.

To and add a virtual account select Choice Trade Virtual Account from broker selection when adding an account.

Virtual Accounts are tages with a yellow accent so you know you are in your Virtual account.

Trade-Virtual

Adding an account

  1. Add account by clicking plus from the broker menu.
  2. Select your broker.
  3. Enter your broker login.
  4. Select account (if you have multiple account)

Now your account is fully available.

You can also open a new account from here.

Trade-AddAccount

Access to the information you need.

No need to login to broker site for normal day to day activity.

Besides Trade Ticket, Account balances, order status, current positions, transaction history, all available.

Access any account and switch accounts with a single click.  Can even change the account from the order ticket.

Trade-AccountAccess

Ways to trade

Trading integrated throughout the platform.  Watch List action menu, tile view, quote popup, Research pages, and of course options.

Trade from scans too.

Strategy Scans even sends the options positions and net cost of the trade to the trade ticket.

Trade-FromAnywhere

Trading From Options page and Strategy Templates

Structure and analyze any options position.  When ready click trade to send to the trade ticket.

Comparing trades with Snap?  Select the trade you want and click trade to sent that one to the trade ticket.

Trading multi-leg positions is easier than ever.

Trade-Trade

Special Post-Election Training Video

The Score

Full Length Videos

Latest Interactive Webinar Training Videos

Topic Specific Videos

Navigation

Navigation

The Score

The Score

Watch Lists

Watch List

Charts

Charts

Find

The Score

Heat Map

Heat Map

Options Overview

Options Advanced

Options Strategies

Options Strategies

Options Advanced

Options Advanced

Options Backtest

Options Backtest

Brokerage Integration

Broker Integration

Platform Summary

Watch List

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